Mutual Funds

As a growth-minded investment firm looking to launch, reorganize, or convert a mutual fund, you need a consultative partner that can offer you comprehensive mutual fund services and beyond. Ultimus is that partner. Through our decades of experience, we have built a reputation as a high touch, high integrity firm that offers a full suite of in-house services and advanced technology solutions to both service your funds and provide distribution support to help your strategies reach new investors.

The Ultimus Difference: A Fit for all Fund Sizes & Types

Our boutique quality service model with institutional capacity meets the needs of a wide variety of fund sizes – from large standalone fund trusts to startups and everything in between. As a leader in helping establish access to alternative investment strategies via liquid structures such as mutual funds or ETFs, we are also well-equipped to handle sophisticated, complex, and innovative strategies.

Ultimus’ service offerings are custom-designed to be an extension of your back office. We help you execute your mutual fund model by offering you fully customizable, cost-effective core services while seamlessly integrating with your workflow and processes as though we are a continuation of your team, not a separate entity. Whether you’re starting a new mutual fund or have existing funds, we have solutions and the experienced team to help you succeed.

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Download the Brochure

Our Mutual Fund solutions provide you with a comprehensive suite of services that increase efficiency and introduce best practices. To learn more & download the fact sheet, please fill out the form below.

Mutual Fund Solutions Form
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Thinking of Launching a Mutual Fund?

Innovation in Data Analytics

Click to listen to Chief Technology Officer, Jason Stevens, discuss Ultimus’ uCONNECT™, a proprietary investment-manager-facing application designed to connect firms to their data, reports, dashboards, and insights into their funds.

Want to Know More?

Interested in learning more about our solutions? We want to hear from you.

Institutional Strength | Boutique Service

The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved.

DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice.

Ultimus Fund Solution

8778 UFS 2/18/2022

Ultimus Fund Solution